Sr. Director, FP&A

Aspect; Northern (KY); Hybrid; USD 180,000 - 190,000; Full time

Job summary

Alvaria is seeking a Director of FP&A to lead planning, forecasting, and financial reporting across the business. You will partner with senior leadership, own the AOP, rolling forecasts, and KPI dashboards.

This role focuses on cash discipline, operating-model improvements, and driving EBITDA targets, with responsibility for Planful, NetSuite integrations, and board-ready insights; reports to the VP of Finance and leads a team of analysts.

Qualifications

• 10+ years of progressive FP&A experience in B2B SaaS
• 3+ years managing and developing talent
• Strong GAAP knowledge and EBITDA, cash flow metrics
• Advanced Excel skills and data visualization capabilities
• Ability to distill complex data into executive insights

Responsibilities

• Lead annual operating plan, long-range plan, and rolling forecasts
• Consolidate monthly close and forecast reporting packages for executives
• Partner with accounting on accruals and close-to-forecast linkage
• Optimize OPEX, headcount, and cash flow while improving productivity
• Administer Planful end-to-end and drive self-serve reporting

Skills

FP&A leadership

Forecasting

GAAP knowledge

Excel advanced

Executive communication

Education

Bachelor's in Finance/Accounting

MBA or CPA preferred

Tools

Planful

NetSuite

Power BI

Salesforce

Data Warehouse

Job description

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Full Time Senior Director US

6 days ago Requisition ID: 14946

Salary Range: $180,000.00 To $190,000.00 Annually

Summary

Alvaria is seeking a Director of FP&A to lead company-wide planning, forecasting, and financial reporting. This role partners with senior leadership and sponsors on expense and headcount management, board materials, lender reporting packages, and KPI cadences. The Director will drive operational rigor, cash discipline, and process and systems improvements that scale with the business and support EBITDA and working-capital targets. Reports to the VP of Finance.

What you\'ll do

• Planning and forecasting
  • Own the Annual Operating Plan (AOP), long-range plan, and rolling forecasts, including scenario and sensitivity analyses on growth, margin, and cash.
  • Build and maintain driver-based models for revenue, gross margin, opex, headcount, and cash flow to improve forecast accuracy and decision speed.
• Reporting, close support, and governance
  • Lead consolidation of monthly close and forecast reporting packages, including KPI dashboards, variance analyses, bridges, and actionable insights for executives, the board, and PE sponsors.
  • Partner with Accounting on accruals and adjustments to ensure GAAP accuracy and strong close-to-forecast linkage
• Cost, headcount, and cash discipline
  • Partner with functional leaders to optimize opex and headcount, track investments versus returns, and drive productivity and efficiency initiatives.
  • Establish operating rhythms for budget tracking, approvals, and variance remediation; own cash forecasting inputs relevant to working capital and liquidity management.
• Systems and tooling
  • Own and administer the Planful platform end to end. Responsibilities include model design and maintenance, metadata and master data governance, user provisioning and access controls, report and dashboard development, and integrations (e.g., NetSuite, Salesforce, data warehouse).
  • Define and automate operational and performance metrics; drive self-serve reporting and reduce manual reconciliation.
• Team leadership
  • Lead, mentor, and develop a high-performing team of analysts; elevate FP&A quality, cycle times, and stakeholder experience through best practices and process design.

What you\'ll bring

• Bachelor's in Finance, Accounting, or related field; MBA or CPA preferred.
• 10+ years of progressive FP&A experience in B2B SaaS, including 3+ years managing and developing talent.
• Strong GAAP knowledge and proficiency connecting the close to forecasting, with proven command of EBITDA, cash flow, working capital, and covenant metrics.
• Advanced Excel skills (complex formulas, pivot tables, data visualization) and comfort with large, multi-source data sets.
• Exceptional attention to detail with the ability to distill complexity into clear, concise insights for executives, boards, lenders, and sponsors.

Specialized knowledge and skills

• Direct, hands‑on administration experience with Planful required; able to configure models, manage security and workflows, and build reports without a dedicated admin.
• Experience with ERP and planning tool deployments preferred; familiarity with NetSuite and Power BI a plus.
• Results orientation, strong problem-solving skills, and comfort operating in a fast‑paced, transformation-heavy, PE-backed environment.
• Excellent written and verbal communication; executive and board presentation experience